Matthew Michael Hansen

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 01/2025
  Ubs Financial Services Inc.
  San Diego, CA
• 01/2025 → Present
  Morgan Stanley Smith Barney Llc
  Rancho Santa Fe, CA
• 01/2025 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2015-07-28 → 2025-01-21
  Ubs Financial Services Inc.
  San Diego, CA
  Poway, CA
• 2010-04-09 → 2015-07-28
  Lucia Capital Group
  San Diego, CA
• 2006-10-18 → 2010-11-10
  Raymond J. Lucia Companies, Inc.
  San Diego, CA

Other Businesses

*632649 - H Five Holdings LLC / Investment Related / Poway, CA / Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent) / Start January 2001 / During business hours: 0 / After business hours: 1 / Property Management *665662- Hansen Living Trust; Investment related: Yes; Rancho Santa Fe, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 0; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2006-08-11

Designations

• Certified Financial Planner

Other Names

• Matt Hansen